Chipstrat is an independent newsletter by a former Intel engineer covering semiconductors, optics, AI infrastructure and business strategy for tech leaders and investors. Recent issues explain technical topics like coherent optics for scale-across AI networks, and offer opinionated takes on companies such as Dell and Intel.
Website: https://newsletter.chipstrat.com
SemiAnalysis is a paid research newsletter covering semiconductors and their business implications, including datacenter buildout, chip manufacturing equipment, and AI policy. Each issue offers deep-dive analysis with forecasts, supply-chain detail, and data models for investors and industry professionals.
Deep-dive analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and investment-oriented views ahead of big tech earnings.
Big Technology is an independent newsletter by journalist Alex Kantrowitz covering big tech and its effects on society, largely through interviews with tech executives and analysts. Recent issues cover Google's frontier AI push, robotics progress at Rivian's Mind Robotics, and the scale of the AI infrastructure buildout.
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